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Shell plc

SHEL Energy
$92.2 +$0.23 (0.25%)
Market Cap: $271.57 B
Gurus Holding
16
Popularity Rank
#89
% of Shares Held
0.70%
Net Activity (Q4 2025)
+$3.12 M

Guru Ownership Trend

Guru Analysis for Shell plc (SHEL)

Shell plc (SHEL), a key player in the Energy sector, continues to attract institutional attention.

As of Q4 2025, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.69 B.

Top institutional holders include Ken Fisher and HOTCHKIS & WILEY.

Institutional sentiment is currently Bullish. This is evidenced by a $3.12 M net inflow during the quarter.

Recent activity highlights Louis Moore Bacon who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 93.2%.

Key Holders

Top 5 by Value

$1.99 B
$464.14 M
$240.82 M
$73.74 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$47.11 M
Total Buy Value
New Buys 1
Additions 4
-$43.99 M
Total Sell Value
Reductions 9
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
10
Net Buyers
5

FAQs for Shell plc (SHEL)

Major holders include Ken Fisher ($1.99 B), HOTCHKIS & WILEY ($464.14 M), Richard Pzena ($240.82 M). According to the latest reported data, 16 tracked investment managers collectively hold approximately 40.01 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $3.12 M, with 5 managers increasing positions and 10 managers reducing holdings.

During the most recent reporting period, 9 managers trimmed their positions, while 1 fully exited SHEL. The total reported sell value was $43.99 M.

Yes, 1 managers opened new positions in SHEL, and 4 increased their existing holdings. The total reported buy value was $47.11 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.68% Add 1.2% 27,142,785 $1.99 B Q4 2025
1.39% Reduce -0.8% 6,316,607 $464.14 M Q4 2025
0.72% Reduce -2.8% 3,277,328 $240.82 M Q4 2025
0.27% Reduce -10.3% 1,003,577 $73.74 M Q4 2025
0.10% Reduce -14.1% 881,376 $64.76 M Q4 2025
0.11% Add 30.7% 873,572 $64.19 M Q4 2025
0.15% Reduce -24.9% 157,811 $11.65 M Q4 2025
0.00% Add 33.8% 88,153 $6.48 M Q4 2025
0.08% New Buy 80,000 $5.88 M Q4 2025
0.01% Reduce -27.1% 73,655 $5.41 M Q4 2025
0.05% 70,000 $5.14 M Q4 2025
0.17% Reduce -1.6% 16,188 $1.19 M Q4 2025
0.01% Reduce -0.1% 10,627 $780,872 Q4 2025
0.00% Reduce -93.2% 7,952 $584,313 Q4 2025
0.00% Add 12.2% 7,678 $564,179 Q4 2025
0.01% 7,504 $551,394 Q4 2025
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